Q4 2013 Holdings
Filed 2014-02-19 | 12 holdings | $21.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| 3M Company(MMM) | CS | 88579Y101 | $16.4K | 116,643 | 76.8% |
| Ishares Trust Russell 2000 GRO(IWO) | CS | 464287648 | $1.2K | 8,531 | 5.4% |
| Ishares Msci Eafe Index Fund(EFA) | CS | 464287465 | $884 | 13,181 | 4.2% |
| Ishares Russell 2000 Value IND(IWN) | CS | 464287630 | $865 | 8,690 | 4.1% |
| Berkshire Hathaway Inc-del CL(BRK/A) | CS | 084670108 | $356 | 2 | 1.7% |
| Exxon Mobil Corp(XOM) | CS | 30231G102 | $292 | 2,882 | 1.4% |
| Ishares Trust Russell 3000 IND(IWV) | CS | 464287689 | $261 | 2,361 | 1.2% |
| Procter & Gamble Co(PG) | CS | 742718109 | $248 | 3,041 | 1.2% |
| Microsoft Corp(MSFT) | CS | 594918104 | $238 | 6,370 | 1.1% |
| Ishares Russell 1000 Index FUN(IWB) | CS | 464287622 | $224 | 2,172 | 1.1% |
| General Electric Co | CS | 369604103 | $207 | 7,377 | 1.0% |
| Johnson & Johnson(JNJ) | CS | 478160104 | $202 | 2,209 | 0.9% |